Requisitions

11 articles

About Transaction Requisitions

Requisitions are requests for inventory from any stocking location. This feature is used to view, approve, close or cancel requisitions generated using Create Requisition in advance of the date when…

Updated by Cheryl Wallace

General tab for Requisitions

This is the default tab. It displays the identifying information and state of the requisition. Use this tab to find or create a requisition. This tab consists of the following fields, Transaction Req…

Updated by Cheryl Wallace

Details tab for Requisitions

The Details tab allows you to add, remove or close individual parts on open, unapproved and unpicked requisitions. This tab displays the following fields, Part No Displays the part number of the requ…

Updated by Cheryl Wallace

Approvals tab for Requisitions

When an approval process has been defined for requisitions, the Approvals tab is displayed if either the Ready To Approve? box on the General tab is checked or if the requisition document is approved…

Updated by Cheryl Wallace

Substitutions tab for Requisitions

This tab displays the details of transactions generated for substituted parts when the requisition is picked. The Replaced Part No and Replaced Description are the originally requested inventory appearing on the Details tab. The Part No and Description for the substituted Item ID picked are also shown on the Transaction Details tab.

Updated by Cheryl Wallace

Transaction Details tab for Requisitions

The Transaction Details tab on the Requisitions page displays the details of all transactions generated when the requisition is picked. Multiple transaction numbers are possible if the requisition wa…

Updated by Cheryl Wallace

Looking up a Requisition

Click Transactions in the left side menu bar and then click Requisitions. Enter any known information about the requisition as a pre-filter. Click on the edit tool bar. If only one requisition matche…

Updated by Cheryl Wallace

Editing a Requisition

Look up the requisition to edit under Transactions > Requisitions. Make the required changes. Click to save the changes. The Part Numbers or Quantity cannot be edited if the transfer request is appro…

Updated by Cheryl Wallace

Canceling a Requisition

A transaction requisition can be cancelled at any point prior to being fully picked. Any transactions created prior to the cancellation will not be affected. Look up the requisition to cancel under T…

Updated by Cheryl Wallace

Deleting a Requisition

A transaction requisition can be deleted only prior to being set to Ready to Approve or if currently set to Ready to Approve. If a transaction requisition has been approved or partially picked, cance…

Updated by Cheryl Wallace

Approving a Requisition

If an approval process has not been defined for transaction requisitions, any requisition set to Ready to Approve and saved will automatically be Approved. If no approval process has defined for requ…

Updated by Cheryl Wallace